Financial Planning in 2024: Captivating Fresh Audiences
1 min read
In this first POWER Webinar in 2024, Financial Planning Practitioner Sam Tate examines the evolving landscape of financial advice in the UK, where only 8-10% of the population are said to receive such guidance. Sam covers cover what the unique selling proposition of a financial adviser could be and explore how adapting our thinking and messaging can unlock the full potential of financial planning and captivate a fresh audience.
Learning points:
- Re-envisaging our Unique Selling Proposition (USP) for 2024 and beyond
- Emphasising linguistic consistency for effective communication
- Responding to new competition and aligning with changing demographic behaviours
- Bridging the trust gap in financial advice
- Leveraging emerging technologies to narrow the advice gap
- Fostering communities to harness the full potential of financial planning.
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